Enhance Financial Planning

Independent Financial Adviser  Cross Keys, Lichfield, Staffordshire, WS13 6DN
First meeting at adviser's own cost
We Protect and Enhance wealth with clear, straightforward independent financial advice. Our approach is simple. We listen to you.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Response rating
9.0/10
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
Lee Kirven
Independent Financial Adviser

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

What our clients say
I met with Lee as I had money in the bank that was earning very little interest. I wanted to receive a steady income that would help supplement my pension income and allow me to enjoy my retirement. Before we discussed investments or financial products Lee began by asking me about my goals and the standard of living I wanted in retirement. I found this conversation really useful and it was an invaluable experience as I spent time reflecting on what I wanted my retirement to look like. Once Lee had gathered all of this information he put together a Financial Plan for me and we met and discussed this and how it would work. This meeting allowed me the opportunity to ask lots of questions. Once we had gone through these I decided to go ahead and put my plan into action. I have been a client of Lee’s for some time now and I have found his service simply exceptional. I am living the retirement I have always dreamt about and that is largely due to the financial advice Lee has given to me. I look forward to the regular meetings I have with Lee where we check the Progress of my plan. I would certainly recommend Lee and Enhance Financial Planning to anyone who is looking for financial advice.
MB, Lichfield
After many years of working in different companies I had a number of pension pots and was not sure what to do with them or even how well they were doing. Finding myself coming up to my mid 50's I decided I needed to stop burying my head in the sand and find out exactly when I could retire. Lee was recommended to me from someone I trust. I have met with him on 4 occasions and I have found him to be very pragmatic, engaging, down to earth and non pushy. He took all the information away and returned to present me with a well laid out detailed analysis of my current situation. He answered all my questions in simple terms and was available via email to answer any questions that came up after our meeting. Each time we have met he has been well prepared and very professional in approach. I decided to work with Lee and so far he has met all my expectations - he has consolidated my pension into one pot and invested the money more wisely. He has given me confidence that my money is in safe hands. Furthermore if my money does well so does Lee. A great approach to pricing. I would recommend Lee to anyone.
D Lee, West Mids
I had been saving into a pension for many years and had never really given much thought to how these funds would support me and my family in retirement. Having realised that I needed to seek advice I contacted Lee and arranged a meeting with him. I had built up a pension pot on my own and had received financial advice on and off in the past but I never really felt as though my retirement planning was on track. Lee asked me what I wanted my retirement to look like and I explained to him my goal of being financially independent at age 60. I wanted to be mortgage free, have a certain level of income and be in a position to pay for my children to go to university. Lee explained how pensions are now much more flexible and outlined a number of potential strategies that I could follow. He then analysed my pension and put together a Financial Plan for me which contained a recommendation for the investment of my pension funds and how much I needed to save in the future. I have found this very useful and it has given me peace of mind about my retirement plans. Up until this point, I had simply been saving without thinking about how I would achieve my goals. I now have a Plan that is based on giving me the income I need in retirement and I feel in greater control of my finances. I truly believe that all of my goals are achievable. I have always found Lee professional, approachable and he keeps things simple which helps me understand the Plan I have in place.
S Baker, Bristol
Lee managed the transfer out of a final salary pension scheme and the consolidation of a number of personal pension plans for me during 2017. He was technically astute and professional with good humour throughout the process. Lee continues to manage my portfolio for me. I would highly recommend Lee.
R Nix, Staffs
About us

We believe it is a privilege to work with individuals and families and be a trusted advisor to them.

We create Financial Plans for our clients that contain step by step instructions so that they can achieve their financial goals.

We advise on all areas of financial planning, including pensions, investments, savings and inheritance tax.

Our services

We take pride in offering simple, elegant, personalised financial solutions.

We listen to what's important to you and then help you achieve your goals.

We are always delighted to hear from people and our team is available to speak with you today.

Where to find us
Head office address: Cross Keys, Lichfield, Staffordshire, WS13 6DN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Independent Financial Adviser 0 mi
We recognise our clients are unique, with their own personal goals. Our advisers will help you achieve those goals.
 
Independent Financial Adviser 0.06 mi
Professional Advisers and Independent Trustees offering bespoke advice on all your retirement, investment and tax planning needs.
 
Independent Financial Adviser 0.41 mi
Why Us? We specialise in ensuring you get the best out of your retirement and only deal with clients planning for, or at the point of retirement.
 
Independent Financial Adviser 2.75 mi
We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient inve